Freedman Financial Associates’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Freedman Financial Associates’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-150	Closed	-$26K	–	273
2022 Q1	$26K	Hold	150	–	–	0.02%	273
2021 Q4	$27K	Hold	150	–	–	0.02%	266
2021 Q3	$26K	Hold	150	–	–	0.02%	265
2021 Q2	$26K	Hold	150	–	–	0.02%	262
2021 Q1	$24K	Hold	150	–	–	0.02%	275
2020 Q4	$24K	Buy	+150	New	+$23K	0.02%	276

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Freedman Financial Associates's MTUM Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q2 2022, closing a stake of 150 shares — an estimated $26K sold.

Freedman Financial Associates first reported a position in MTUM in Q4 2020 and held it in 6 quarters. The position peaked at $27K in Q4 2021. 638 funds tracked by Wall St. Rank hold MTUM as of Q2 2022.

Freedman Financial Associates reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 150 iShares MSCI USA Momentum Factor ETF shares in Q2 2022, an estimated $26K.
Freedman Financial Associates first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's iShares MSCI USA Momentum Factor ETF position peaked at $27K in Q4 2021.
638 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.